159 lines
5.6 KiB
Markdown
159 lines
5.6 KiB
Markdown
<!-- Powered by BMAD™ Core -->
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# Win Theme Development Task
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## Purpose
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- Create compelling win themes that differentiate your proposal
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- Align strategic messaging with customer priorities and evaluation criteria
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- Develop evidence-based discriminators that highlight your strengths
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- Ensure consistent messaging throughout the proposal
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- Increase evaluation scores by addressing key customer hot buttons
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## Usage Scenarios
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### Scenario 1: Initial Win Theme Development
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1. **Customer Analysis**: Analyze agency priorities and pain points
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2. **Capability Assessment**: Identify organizational strengths and differentiators
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3. **Theme Creation**: Develop structured win themes with claims, proof, and benefits
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4. **Theme Prioritization**: Select and refine the most impactful themes
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### Scenario 2: Win Theme Integration
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1. **Section Mapping**: Determine where each win theme should appear
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2. **Content Integration**: Incorporate themes into proposal narratives
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3. **Consistency Check**: Ensure themes are applied uniformly
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4. **Impact Assessment**: Evaluate theme effectiveness in draft content
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## Task Instructions
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### 1. Customer and Evaluation Analysis
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**Analysis Components**:
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1. **Agency Mission Analysis**:
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- Research agency strategic priorities
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- Identify program-specific goals and challenges
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- Understand end-user needs and pain points
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- Review agency technology and modernization initiatives
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2. **Section M Evaluation Criteria Analysis**:
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- Extract and prioritize evaluation factors
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- Identify scoring methodology and weights
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- Determine critical success factors
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- Map evaluation criteria to proposal sections
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3. **Competitive Assessment**:
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- Identify likely competitors
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- Analyze competitor strengths and weaknesses
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- Determine incumbent performance issues (if applicable)
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- Identify opportunities for differentiation
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4. **Hot Button Identification**:
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- Determine customer's critical concerns
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- Identify risk areas from the customer perspective
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- Recognize unstated but important priorities
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- Map hot buttons to evaluation criteria
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### 2. Win Theme Structure Development
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**Theme Components**:
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1. **Claim Development**:
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- Create clear, concise statements of value
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- Focus on customer benefits, not features
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- Address specific evaluation criteria
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- Differentiate from competitor offerings
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2. **Proof Point Assembly**:
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- Gather evidence supporting each claim
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- Include metrics and quantifiable results
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- Reference relevant past performance
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- Incorporate certifications and qualifications
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3. **Benefit Articulation**:
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- Connect capabilities to customer mission outcomes
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- Explain why the benefit matters to this customer
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- Quantify impact when possible
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- Address specific agency priorities
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4. **Risk Reduction Elements**:
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- Identify how your approach reduces risk
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- Highlight proven methodologies and experience
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- Demonstrate understanding of potential challenges
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- Explain mitigation strategies
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### 3. Theme Refinement and Selection
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**Refinement Process**:
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1. **Theme Evaluation**:
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- Score themes against evaluation criteria alignment
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- Assess strength of supporting evidence
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- Evaluate differentiation from competitors
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- Consider impact on customer hot buttons
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2. **Theme Selection**:
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- Choose 3-5 primary themes for emphasis
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- Ensure coverage across all evaluation factors
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- Balance technical, management, and past performance themes
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- Select themes with strongest evidence
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3. **Theme Enhancement**:
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- Strengthen language for clarity and impact
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- Add specific metrics and results
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- Refine customer benefit statements
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- Ensure themes are memorable and distinctive
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4. **Theme Testing**:
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- Review with subject matter experts
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- Validate claims with evidence
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- Test against competitor likely approaches
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- Ensure alignment with proposal strategy
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### 4. Integration Planning
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**Integration Strategy**:
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1. **Theme Mapping**:
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- Identify primary and secondary placement locations
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- Map themes to specific proposal sections
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- Determine frequency and emphasis
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- Create theme integration matrix
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2. **Presentation Formats**:
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- Develop theme statements for executive summary
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- Create theme boxes or callouts for key sections
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- Design graphics that reinforce themes
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- Prepare evidence tables supporting theme claims
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3. **Consistency Guidelines**:
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- Establish standard theme language
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- Create theme integration checklist
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- Develop theme-specific keywords and phrases
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- Prepare guidance for section authors
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## Best Practices
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- **Customer Focus**: Always frame themes from the customer's perspective
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- **Evidence-Based**: Include specific, quantifiable proof for every claim
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- **Differentiated**: Ensure themes highlight what sets you apart from competitors
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- **Evaluation-Aligned**: Map directly to Section M evaluation criteria
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- **Consistent Application**: Use themes consistently throughout the proposal
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- **Visual Reinforcement**: Support themes with graphics and callouts
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- **Memorable Language**: Create clear, concise theme statements that evaluators will remember
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- **Benefit-Oriented**: Focus on outcomes and benefits, not features or capabilities
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## Integration Points
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- **RFQ Document Import**: Builds on understanding of RFQ requirements and evaluation criteria
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- **Compliance Matrix Generation**: Ensures themes address key requirements
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- **Proposal Content Generation**: Guides content development with strategic messaging
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- **Review Simulation**: Provides criteria for evaluating theme effectiveness
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- **Executive Summary Development**: Forms the core messaging for the executive summary
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## Related Agents
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- **Win Theme Generator**: Primary agent for this task
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